Salesforce
CRM
857 hedge funds and large institutions have $54.1B invested in Salesforce in 2017 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 372 increasing their positions, 275 reducing their positions, and 70 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 275
26% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 70
8% more funds holding in top 10
Funds holding in top 10: 37 → 40 (+3)
7% more capital invested
Capital invested by funds: $50.6B → $54.1B (+$3.46B)
1% more funds holding
Funds holding: 845 → 857 (+12)
1.1% more ownership
Funds ownership: 86.65% → 87.75% (+1.1%)
2% more call options, than puts
Call options by funds: $857M | Put options by funds: $841M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$1B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$265M |
| 3 |
Jennison Associates
New York
|
+$239M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$231M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$247M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$233M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$149M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$111M |
| 5 |
Millennium Management
New York
|
-$107M |
CRM Hedge Fund Activity: Q2 2017 in Review
857 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2017, worth a combined $54.1B — up 6.8% from $50.6B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new CRM positions and 70 closed out — a net gain of 18 holders — while 372 added to existing stakes and 275 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $1B. The largest seller was Third Point, exiting entirely with an estimated $247M sold.
- 857 institutional investors held Salesforce (CRM) as of Q2 2017, up from 845 in Q1 2017.
- Funds reported $54.1B of Salesforce stock for Q2 2017, up 6.8% quarter-over-quarter.
- 88 funds opened new Salesforce positions in Q2 2017 and 70 closed out, a net change of +18 holders.
- The largest Salesforce buyer in Q2 2017 was Janus Henderson Group, an estimated $1B added.
- The largest Salesforce seller in Q2 2017 was Third Point, an estimated $247M sold.
Based on aggregated 13F filings for Q2 2017.